Subject: Investment Allocation
From: [email-masked]
To: [email-masked]
Cc: [email-masked]
Date: Thu, 5 Jul 2001 19:03:00 -0700 (PDT)

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[IMAGE] [IMAGE]  [IMAGE] [IMAGE]  [IMAGE] [IMAGE]  [IMAGE] [IMAGE]  [IMAGE] [IMAGE]  [IMAGE] [IMAGE]  [IMAGE][IMAGE]	    Sarah -   Wow! It's a good  thing we evaluated the diversification of your overall  investment portfolio. Withdrawing funds last fall really threw your  portfolio out of proper allocation. You currently have a large  portion of your portfolio in one asset class...U.S. large cap  stocks. No harm done in the short term, the long term could be a  different story, however.   We would like to see you  move your Coopers account to TD Waterhouse. Is that  possible? As you know the selection of funds is much broader, and we  could do a much better job of allocating your funds. We're having a hard  time making the portfolio "work" with the limit selection Coopers has  available. It would make sense to move Mark's Duke account to TDW, as  well.   Let me know what you and Mark think  of the idea.    James R. Waters, CFP  PARTNERSINWEALTH  3400 Bissonnet? Suite 145 Houston, TX 77005-2153 713.964.4028  phone 713.963.2977  fax [email-masked] www.partnersinwealth.com